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of uncertainty. so you have china engineering a soft landing and starting to recover. you have europe away from the brink. greece got upgraded today. who would have thought it. that is what the market is looking at. saying okay. it is not going to be the worst kcase sharcenario, but you coul extend the middle class tax cuts and be done with it. it is in a recession. >> and i think the market would not like that very much. everybody is expecting that you get the middle class tax cuts done. >> and if you can get china and europe doing better. it is hard to be terribly bearish on the u.s. >> y are going to stay with our politico expert. this is a rally that has surprised experts. it hasn't been that easy to be optimistic. >> it is. i think you have to be cautious here. the probability that this could fall apart is very, very real. >> so, you have to be careful up at these levels as a trader. i have low exposure up here. i have protection. that is how you have to play this market. stay with us please. >> yesterday it looked like washington was inching towards a deal. but today, plan b could be sign
problem. it's not a crime of passion, no robbery. strictly mental health. in china, they're having a similar phenomenon where these things are occurring with more frequency. you can't get your hands on guns in china but it's happening with knives and axes in schools. there's not really much you can do. columbine had an armed guard. virginia tech has an armed police presence. it's not the answer. i think it's just identifying these people and somehow stepping in before this happens. >> blake, let me ask you this -- mark opens the door about security and armed guards and so forth. my sister-in-law, bless her, down in virginia beach, is a schoolteacher. she called my wife this afternoon to relay a story about security in some of the inner city schools in that area. let me read you what she said. somebody comes into the school, they have to get buzzed in. this guy got buzzed in. we don't know yet why, how, when and where. but he got buzzed in. the buzzer goes off and sets an alert. follow me on this. somebody buzzes in. maybe they go through a window. teachers start a drill. the kids a
, china, europe, whatever, the s&p 500 up 12.1% year to date. that is a good year. that is an optimistic year. why is that? >> it seems like we're forgetting about that, doesn't it? with all this talk about what's happening going forward and concern about corporate growth. and truly, we're concerned about corporate growth as well because there really hasn't been that long-term information from our government, from our policyholde policyholders, no economic policy in real investment in assets that we've seen. that's going to be a problem going forward, not to mention the global slowdown, and we're hitting the top of corporate profits now. >> so you don't agree with this. you're turning bearish. >> not bearish in a sense of going forward intermittently. we think that most likely, we're going to see some growth hitting in the second quarter of next year. until we get through this fiscal cliff nonsense, until we see some growth coming out of china and europe, i think that -- >> china i think is showing growth. europe may not show growth in my lifetime, but they're going to be bailed out. do
-- they're pumping in liquidity. so is china. now, in the long run, we may come to regret this very much. in the short run, i have a feeling all this liquidity is a bigger issue than the fiscal cliff for stocks. >> for stocks. i totally agree with you. we're printing money all around the world. it's good for the stock market. but we're pumping liquidity in, lower growth forecast from the ex, just about any acronym entity that you think of, we've seen lower growth forecast at the same time the credit spreads have come back down. yes, i think things are calmer. these are good things for equities. the yields on corporate bonds, you have to go out seven, eight years to get money on junk paper. corporations have more cash on their balance sheet. they're buying back shares. >> ting the financial picture -- there's nobody that's cutting marginal tax rates. nobody's deregulating and there's nobody that's limiting government. i get that. there's no supply side policies going on. but when you look hat the financial fear spreads or the financial risk spreads -- and here's one, banks. i saw dick bov
Search Results 0 to 3 of about 4